Compare HDFC Hybrid Equity Fund vs JM Aggressive Hybrid Fund
Fund Details
Risk | Very High | Very High |
Rating | 3.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.68 | 2.27 |
NAV | ₹111.95 | ₹120.59 |
Fund Started | 28 Feb 2005 | 12 Dec 1994 |
Fund Size | ₹24068.32 Cr | ₹678.92 Cr |
Exit Load | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 year. | Exit load of 1%, if redeemed within 60 days. |
Returns
1 Year | 19.10% | 33.92% |
3 Year | 11.13% | 19.40% |
5 Year | 15.65% | 24.58% |
Holding Analysis
Equity | 67.39% | 72.58% |
Cash | 3.59% | 8.08% |
Top Holdings
Top 10 Holdings |
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Fund Manager
Name | Chirag Setalvad | Satish Ramanathan |
Start Date | 28 Jun 2014 | 01 Oct 2024 |
About Fund
Description | The Scheme seeks to generate capital appreciation / income from a portfolio, predominantly of equity & equity related instruments | The scheme aims at steady current income as well as long term growth of capital from a balanced portfolio of debt and equity. |
Launch Date | 28 Feb 2005 | 12 Dec 1994 |
